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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,660 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: METLIFE SECURITIES INC Service code 49 277 PARK AVE 44 FLOOR · NEW YORK, NY 10172 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,812 | $71,192-69.4% | $117,861-81.5% | $62,293-65.0% |
| Participation rate | 43.0% | 74.2%-31.2pp | 79.7%-36.7pp | 69.5%-26.5pp |
| Annual return | 29.55% | 18.66%+10.9pp | 335.11%-305.6pp | 28.90%+0.6pp |
| Employer contribution / active EE | $983 | $1,934-49.1% | $3,786-74.0% | $2,042-51.8% |
| Participant deferral / active EE | $4,827 | $3,189+51.4% | $4,482+7.7% | $3,169+52.3% |
| Admin fee / account holder | $15 | $587-97.5% | $8,021-99.8% | $479-97.0% |